+79.2%
CMF price history and return analytics
+355.4%
-276.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +0.6% | -0.1% | +0.8% | +0.6% |
| 30D | +3.5% | -3.1% | +6.6% | +3.6% |
| 3M | -0.8% | -3.5% | +2.7% | -0.7% |
| 6M | -0.9% | +0.5% | -1.3% | -0.9% |
| YTD | -0.2% | +10.8% | -11.0% | -0.4% |
| 1Y | +0.3% | +11.9% | -11.6% | 0.0% |
| 3Y | +10.2% | +73.0% | -62.8% | +9.1% |
| 5Y | +2.0% | +58.6% | -56.6% | +1.0% |
| 10Y | +19.5% | +219.2% | -199.7% | +17.8% |
| All | +79.2% | +355.4% | -276.3% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling